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View filenameEntering Manual Receives with Sales Tax.docx

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Enabling Tax tracking for Orders and Invoices

Navigate to PPC Maintenance > Create Sales Tax as an Account

Create New Account name: Sales Tax
Check Tax box.
Enter Account number if needed for Accounting exports.

Assign Sales Tax Account to Vendors

Navigate to PPC Maintenance > Vendor Accounts

Assign Sales Tax account to all vendors needing to track Sales Tax.

Note, currently Decision Logic only supports 1 tax account per vendor.

Enter Manual Receive

Ordering Home > Enter Manual Receive
Select Receive Method: Receive from an Order Guide
Select the Distributor to Receive from
Check Create invoice
- It is not necessary to select Vendor to apply a cost since that will be inherited from the PPC Vendor mapped to the Distributor in Distributors maintenance.
- Enter Amount as total invoice amount (including pre tax)
- Enter Tax as tax amount from the invoice

For example, if the Invoice Amount is $117.00 and $17.00 of that is the Taxes incurred on the invoice, you will enter the Amount $117 and the Tax $17. This will not add $17 to the $117.

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Select Next to proceed to the Order Guide
Begin Adding Quantity of items to be received
- Select Next or a different location from the drop down to add more items
- Items will display in the Location and order which they are set under Ordering Home > Guide Set Up.
- Change Price as needed.
  - Initially, the Diff $ will be displayed as $0.00

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Select Review Received
Order Total + Tax should match invoice total.
The difference will show in red and should be the same amount as the tax amount.
Disregard the red notification and post the order.
A success notice will appear when posted.
Proceed to review or export the invoice.

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